CERTIFIED FINANCIAL PLANNER™ J. Pat Wheeler does something even more important than offer sage advice… you can trust him to provide the kind of advice you can truly profit from.  At Wheeler Wealth Management, preserving you financial freedom is our only focus.

 

Pat provides independent financial, estate, tax planning, and wealth management services for corporate executives, professionals, high net worth individuals, and retirees.  Being an independent financial planner, Pat is able to render objective financial planning advice making recommendations to you that are always based upon a careful evaluation of your unique financial objectives, goals, needs, and concerns.  Having no obligation to promote any particular product he is, therefore, thorough when researching the best alternatives for your investment planning.  Pat's specialty is in retirement income and tax planning.  Additionally, Pat provides on-going investment advisory services through his affiliation with Raymond James Financial Services, Inc. Member FINRA/SIPC.  Raymond James Financial Services works with independent financial planning offices internationally allowing access to all the resources of Raymond James and Associates, an affiliate of Raymond James Financial which is a publicly traded company on the New York Stock Exchange (RJF).

 

Our philosophy at Wheeler Wealth Management is a dedication to serving our client's needs through a long-term approach to asset allocation.

 

Our goal is to provide clients the personalized service of an experienced financial advisor who truly cares about each client's individual needs and who is committed to preserving each client's financial future.

 

Our mission is to help clients develop, implement, and maintain the sound financial planning strategies that are needed to preserve their financial freedom in the years to come.

 

Pat utilizes a unique planning strategy he has developed and which has evolved throughout his years of experience as a CERTIFIED FINANCIAL PLANNER™ practitioner.  This strategy is based upon something Pat firmly believes in - a long term approach to asset allocation, the spreading of financial assets among various investment classes, steady capital growth, and overall risk management of your investment capital.

 

Trust Pat’s experience, individual solutions, expert planning, tax-saving tips, and personal attention to provide the kind of advice you can truly profit from.